iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Cut by Ascent Group LLC

Ascent Group LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 199,836 shares of the company’s stock after selling 7,362 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.5% of Ascent Group LLC’s portfolio, making the stock its 5th biggest holding. Ascent Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,237,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. FineMark National Bank & Trust grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after acquiring an additional 108 shares in the last quarter. Spectrum Investment Advisors Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 24.1% in the 2nd quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after purchasing an additional 9,087 shares in the last quarter. Wagner Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. AE Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% during the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock worth $14,752,000 after buying an additional 49,761 shares in the last quarter. Finally, Heritage Wealth Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $2,097,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

NYSEARCA AGG opened at $99.20 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm has a 50 day moving average of $99.10 and a two-hundred day moving average of $98.85.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.